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Background Information  | Directions| Standard Terms of Business | Testimonials Testimonials May I say how delighted I have always been with the service you have provided with my financial affairs, your correspondence is always explicit and detailed and I have been given sound advice on my pension planning. ..received from Mr Clark, Robertsbridge Mr Andrew Glanvile has been
the familys financial adviser for many many years. He has always
given us very good advice on all financial transactions. He has been
more than helpful over the past years. We trust his advice completely.
We look forward to many more years of his services. Having been recommended to you some fifteen years ago to provide me with financial planning, I have been delighted with your sound advice. Your service is exemplary, of good judgement and providing concise procedures. I was particularly appreciative when my husband died, you stepped in with not only the most professional advice with his portfolio, but had ultimate sensitivity in dealing with his affairs. This service has been ongoing with
my own pension planning and other investments, providing me with a balanced
portfolio for my retirement. My funds have out-performed
my expectations. Andrew helps make the complexities of pensions much
easier to understand. I find the way Andrew instantly recalls the details
of my various investments when I phone immensely reassuring. I gave Andrew Glanvile of PAS Financial Planning the job of consolidating my various occupational pensions that I had been a member of over the years, into one annuity. Not knowing much about the subject, the first meeting was important to me however Andrew explained thoroughly the process that was going to be necessary to achieve the best annuity available. All my questions were answered in a straightforward way. Having passed the various documents to Andrew, he subsequently kept me informed of any important developments. The eventual options open to me to decide the annuity provider were again, clearly set out, explained and the annuity duly arranged. There was a tight time scale to avoid certain financial penalties caused by the inefficiency of one occupational pension provider but Andrews diligence met that challenge. I would not hesitate to recommend
PAS to anyone. PAS have been invaluable guiding
us through the pension minefield. When I retired, I asked you for your advice on how to invest the lump sum that I received. Your advice was excellent and has been very beneficial to Heather and myself. Thank you for all your help and advice
in explaining my finances to me so that I can understand and make and
informed choice. This undertaking is one that you continue to perform
with patience and skill. I am confident that my investments are now
in good shape and will serve me well during my retirement. On behalf of my co-Directors and myself, I would like to thank you personally for the excellent financial advice you have given us both individually and as a Company since our appointment as our Financial Adviser some 6 years ago. Your advice in connection with our
most recent investments and the professional way you handled our business
was very much appreciated. Andrew Glanvile has been advising
us about our investment portfolio for the past four years, and we have
found him invariably quick and responsive, and wise in his recommendations.
We are now both long retired, and have no large additional funds to
invest, and we have found that some advisers (understandably) have found
us to be no longer interesting clients. But Andrew has been most assiduous
and prompt, and has guided our decisions through a period which has
been so difficult on the Stock Exchange. He has also on occasion, for
instance in investigating Long-term Care policies, efficiently undertaken
a great deal of investigation as a basis for his advice to us. Andrew has advised me on my
financial needs through a number of years of changing circumstances.
He has given me the best advice on matters ranging from life assurance
and critical illness cover through to my stakeholder pension and SIPP.
Andrew is always pro-active in finding the right products to meet my
needs. I feel confident that Andrew knows me well enough to understand
my needs. I would recommend his services to others. Following a recommendation
in 1996 my Wife and I have at all times found Andrew Glanvile of PAS
Financial Planning to be organised, trustworthy, successful and with
integrity in all matters of advice and financial planning when dealing
with our affairs. In time of ever increasing legislation and continual
change, it is refreshing to have a relationship upon which we can rely. We were introduced to Andrew
by a friend for whom he already acted as IFA. Andrew always makes time
to offer the best possible advice, regardless of whether or not he stands
to make any commission on that particular transaction. We have no hesitation
in recommending him to friends and relations. Eight years ago my husband
suddenly died and I found myself at a loss with what to do next in order
to protect any interests that we had. Andrew was recommended to me
and I have found over the years his advice invaluable. Andrew regularly
keeps me informed about the movement of my finances and is always available
to discuss any problems or worries I may have. I have every confidence
in him and would recommend him to others that need financial advice.
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